Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,737 | $159,934-66.4% | $147,005-63.4% | $145,959-63.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 8.50% | 98.24%-89.7pp | 418.76%-410.3pp | 561.95%-553.4pp |
| Employer contribution / active EE | $1,205 | $5,287-77.2% | $4,934-75.6% | $4,661-74.1% |
| Participant deferral / active EE | $2,954 | $8,427-64.9% | $8,070-63.4% | $6,689-55.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |